The Human-side Essentials for Supporting Clients Through Life Changing Events
What You'll Learn
When money meets major life change, spreadsheets alone aren’t enough. In this introductory session, renowned financial transition expert Susan Bradley will demystify the human side that drives decisions and well-being—the evidence-informed blend of psychology and financial…
Tom Dickson
Financial Experts Network
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When money meets major life change, spreadsheets alone aren’t enough. In this introductory session, renowned financial transition expert Susan Bradley will demystify the human side that drives decisions and well-being—the evidence-informed blend of psychology and financial planning that helps clients navigate emotions, behaviors, and decisions when life and money are in motion. Drawing on decades of work with clients facing life events (retirement, inheritance, divorce, business exits, loss, and windfalls), Susan will explain the basics of Financial Transition Literacy and show you how to integrate a simple process and tools into everyday practice— for good decisions during high-stake and stressful situations. You’ll leave with fresh insights into the universal human experience of transitions, language, and framework, that make your planning more effective and your client relationships more resilient.
What You’ll Learn
- What Financial Transitions Literacy is—and isn’t: how our culture misunderstands transitions, basics that make the biggest difference to advisors and their clients.
- Four Essentials for Alignment – how to help clients feel safe and grounded while life is shifting quickly.
- The universal stress response to change: why client’s memory, attention span and comprehension get diminished and what to do to help recover capacity.
- Practical tools you can use tomorrow: how to shift into higher trust and communication with practical, repeatable and universal processes.
- Communication that calms: techniques to increase clarity, confidence and agency.
- The difference between change and transition: how to adjust your meetings and communications through the different stages of transitions.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.